On Wednesday, Jim Cramer, the host of Mad Money, said that after a strong run in the market, investors need to become more selective.
“When the market flies like it’s been doing, at least until today, you need to be selective. You have to get more choosy because you don’t want to start your buying near the highs, and that is often a license to lose money… I want to show you how a professional comes up with ideas in a tape that’s roaring and does so without taking on too much risk that we have a quick downturn while attempting to get the maximum reward. You know that sometimes stock picking is all about not coming in on a stock that’s already up 30 or 40% this year. Instead, you have to accept that you missed it.”
READ ALSO: Jim Cramer Shared His Takes on These 14 Stocks and Jim Cramer Offered Insights on These 16 Stocks.
Cramer explained what he called the wrong approach. He said an investor might have decided earlier in the week that it was time to buy an oil producer based on the idea that the U.S. government now appears to have influence over Venezuela, or at least over Venezuelan petroleum. He called that decision a mistake, and noted that buying close to the peak exposed investors to unnecessary risk. More importantly, he said that if Venezuela significantly increases oil output over the next 18 months, crude prices could come under heavy pressure.
“The bottom line: What you really want are companies with stocks that allow you to take advantage of the magic of compounding and make longer-term gains, not trading gains, longer term. By all means, own some unloved tech names, but save room for a quality consumer… company like Procter & Gamble.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 7. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
15 Stocks Jim Cramer Talked About
15. Wingstop Inc. (NASDAQ:WING)
Number of Hedge Fund Holders: 39
Wingstop Inc. (NASDAQ:WING) is one of the stocks Jim Cramer talked about. When a caller mentioned that there seems to be “a lot of short interest” in the stock during the lightning round, Cramer said:
“Well, that’s because they did miss a quarter, and they didn’t give you a good explanation. Since then, it’s been up and down. We’re struggling with Texas Roadhouse right now. Why? Because of cattle pricing. I have to tell you, the ones that I do like, though, I like Texas Roadhouse. I do like Yum. It was downgraded today. I like McDonald’s. But I can’t pound the table. I told Jeff Marks from the investing club, my partner, I can’t pound the table when we still have too high food inflation. So, I’m going to have to say no to Wingstop.”
Wingstop Inc. (NASDAQ:WING) operates and franchises restaurants specializing in cooked-to-order chicken wings, tenders, and sandwiches. A caller inquired about the stock during the October 3, 2025, episode and Cramer responded:
“Okay, I think this is a really important call because I was surprised that it started going down… I fear Wingstop because they’ve not been, let’s say, that they don’t really offer the kind of guidance that I want. And let’s put it this way, I think it’s too high risk, and the restaurant stocks are not doing well. We own Texas Roadhouse for the Charitable Trust. As you know, it’s not doing that well because of the prices of food. Too many of these commodities have gone up too much. So I’m holding back everything until I see their earnings themselves.”
14. Rambus Inc. (NASDAQ:RMBS)
Number of Hedge Fund Holders: 25
Rambus Inc. (NASDAQ:RMBS) is one of the stocks Jim Cramer talked about. Noting that they have held the stock for years, a caller asked if they should consider buying more, and Cramer responded:
“You know, it always had great technology. It always has. I always keep waiting for that like an explosive move…. you know what? It’s not that expensive versus growth. I’m going to, I’m going to bless it for you. You’ve obviously done some homework, and you’ve been around for a long time. You know it’s a good one.”
Rambus Inc. (NASDAQ:RMBS) develops memory interface chips and silicon IP that help systems move and secure data more efficiently. Carillon Tower Advisers stated the following regarding Rambus Inc. (NASDAQ:RMBS) in its third quarter 2025 investor letter:
“Rambus Inc. (NASDAQ:RMBS) provides technology and chips to the computer memory industry. The company has some of the fastest technology solutions needed for the large-scale artificial intelligence (AI) data centers being built by the hyperscalers. We believe the company’s evolution from a licensing and patent company into a full-fledged product company is progressing well, and we expect healthy growth as hyperscaler capital expenditures (capex) continue.”
13. Nebius Group N.V. (NASDAQ:NBIS)
Number of Hedge Fund Holders: 65
Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer talked about. A caller inquired about Cramer’s thoughts on the company in the “year of practical investing.” In response, Cramer commented:
“Well, I’ll tell you, a younger person came to me, asked me about stocks that were losing money the other night… And I said to him, losing too much money, and I said, you’re young, you can speculate on it. A person who’s a little bit older, too much risk to it. But I blessed it for him because he’s very young. Otherwise, no, the opportunities are better elsewhere.”
Nebius Group N.V. (NASDAQ:NBIS) provides AI-focused infrastructure, including GPU-based cloud platforms and tools that support the development of advanced models. During the lightning round of November 19, 2025, episode, a caller asked about the stock and Cramer said in response:
“Okay, Nebius is too speculative for me. It’s losing money. Why not just go with Dell? Dell’s a terrific company. The stock is down very big. Buy some now, buy some after the earnings, and I think you’ll be in terrific shape.”
12. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holders: 85
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks Jim Cramer talked about. Answering a caller’s query about the stock during the lightning round, Cramer said:
“I think that Nikesh Arora does a great job. I slighted him too much. I said so many good things about CrowdStrike earlier. Palo Alto’s a terrific company is well off its high. I think it is a buy.”
Palo Alto Networks, Inc. (NASDAQ:PANW) provides cybersecurity platforms that include network protection, cloud security, AI-driven security operations, attack surface management, and subscription-based threat prevention. When a caller showed interest in buying the stock during the episode aired on November 6, 2025, Cramer replied:
“Look, I think it’s good. I’m certainly not going to fight that. The stock is not that down from its high versus a lot of others. But I think that the, let’s say, the secular bull case for cybersecurity has never been better. And I love Nikesh’s acquisition of CyberArk. That is just sensational.”
11. Roblox Corporation (NYSE:RBLX)
Number of Hedge Fund Holders: 90
Roblox Corporation (NYSE:RBLX) is one of the stocks Jim Cramer talked about. Mentioning that they are considering it as a speculative play, a caller asked if the stock is a buy, given that it is down around 50% from its highs last year. Cramer replied:
“Okay, now, this company is a very, very good company that people decided to pay too much for. In other words, because it’s losing money, this market no longer wants it. Remember what I said, last year was the year of magical investing. That year’s over. If you’re losing money, people don’t want to touch it. That said, Dave Baszucki does a good job running it. I wouldn’t mind a speculative position only on Roblox.”
Roblox Corporation (NYSE:RBLX) runs an online platform where users can play, create, and share interactive 3D experiences. Brown Advisory stated the following regarding Roblox Corporation (NYSE:RBLX) in its third quarter 2025 investor letter:
“Roblox Corporation’s (NYSE:RBLX) two-sided gaming platform continues to gain share, with stronger engagement and operating leverage driven by improved search algorithms and recent hit titles. Third-party data suggests bookings are accelerating despite tougher comparisons.”
10. Medline Inc. (NASDAQ:MDLN)
Number of Hedge Fund Holders: N/A
Medline Inc. (NASDAQ:MDLN) is one of the stocks Jim Cramer talked about. Cramer discussed the company’s IPO and its performance to date, as he remarked:
“But again, the fact that the IPO market was able to mostly self-correct in these situations and stamp out the froth, that’s what we really like, it’s a good thing for stocks in general. Just after Fermi came public, the IPO market went quiet for a while, thanks to the government shutdown that forced a much-needed cooling-off period for the IPO market, was good for us. After the government reopened, we ended up getting the largest deal in four years when Medline came public. Now, this is a medical supplies distributor and a medical device maker, highly thought of in the industry. Medline priced its IPO at $29, and the stock jumped to $41 on its first day of trading. Now, it’s just at 40 bucks and change. Now, this seems pretty healthy to me, and it’s a terrific company, and if the stock comes in, it’s a buy.”
Medline Inc. (NASDAQ:MDLN) supplies medical and surgical products for hospitals, surgery centers, and other healthcare facilities.
9. Fermi Inc. (NASDAQ:FRMI)
Number of Hedge Fund Holders: N/A
Fermi Inc. (NASDAQ:FRMI) is one of the stocks Jim Cramer talked about. Cramer showed surprise at the market giving the company a huge valuation, as he said:
“Let’s not forget Fermi, which came public at the beginning of October on the heels of the most speculative AI-related trading of the year. Fermi’s more of a business plan than a business. They plan to build a massive data center in Texas, along with their own power generation, including, of course, something that everybody loves, a nuclear reactor eventually. Neat plan, but I almost lost my mind when the market bestowed this thing a $19 billion valuation right out of the gate. Like I said at the time, no business plan is worth $19 billion. Fermi was at $32 back then. Now, it’s at under 10 bucks. I hope you dodged that bullet.”
Fermi Inc. (NASDAQ:FRMI) is developing large-scale next-generation electric grids designed to power advanced artificial intelligence. The company’s planned campus will integrate nuclear, natural gas, solar, battery storage, and utility power to deliver highly redundant gigawatt-scale energy.
8. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 62
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer talked about. Cramer noted the stock price’s rise and fall after its IPO, as he stated:
“Now, you know what? I can say the same thing about one that I talked about a lot on the show, CoreWeave. That’s a data center operator, came public at 40 bucks, shot up to $187 in June, only to sink to $77 today. It’s up 93% from the IPO price, but down 59% from its highs… Now, I’ve talked about this a lot. Back when CoreWeave came public at $40 in March, I was one of the few commentators who was willing to go positive on it. That was in the run-up to the Liberation Day, and remember those tariffs, and everybody on Wall Street was terrified. I thought CoreWeave had a great business mining data, you know, they kind of create the data center infrastructure, and the stock was way too cheap at these levels. But when it more than quadrupled by June and then Circle Internet came public, more than tripling in its first few days, I said you had to cool your jets. Good call… CoreWeave added another 25 points or so. But if you sold when I went negative, you still would have avoided some massive losses down the road. Maybe that’s the key.”
CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services.
7. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders: 29
Circle Internet Group (NYSE:CRCL) is one of the stocks Jim Cramer talked about. Cramer highlighted the stock’s gain to nearly $300 post-IPO. The Mad Money host commented:
“Alright, let’s start with Circle Internet Group. Let me explain how this works. This is a stablecoin issuer. On paper, this one’s a standout. It’s up 160% from where it came public. But Circle’s IPO priced at $31, and then it opened at $69, then zoomed all the way to $299 in less than 3 weeks after it came public. Ever since, the stock’s practically been in freefall, now it’s back to $80 and change. So, sure, yes, it’s a big win if you got in on the IPO. Very few people did, but unless you did, well, you know what? You’re down big in this, big… Circle Internet came public, more than tripling in its first few days, I said you had to cool your jets. Good call. Of course, Circle proceeded to surge from $115 at the time to just under $300 over the next couple weeks… But if you sold when I went negative, you still would have avoided some massive losses down the road. Maybe that’s the key.”
Circle Internet Group (NYSE:CRCL) operates a stablecoin-based financial platform that helps organizations move money and build applications using digital assets.
6. Celsius Holdings, Inc. (NASDAQ:CELH)
Number of Hedge Fund Holders: 58
Celsius Holdings, Inc. (NASDAQ:CELH) is one of the stocks Jim Cramer talked about. Highlighting the stock’s $70 price target, a caller asked if the stock, currently around $50, is a buy or if the PE ratio is still rich. Cramer replied:
“I’ll write this memo in the morning about 10 things I’m watching… and… I read this Needham piece, that’s the one you’re talking about, with the price target of $70. I thought it was a little bit aggressive, but you know what? I think it could put 10 points on because the company’s doing quite well, and it just closed that acquisition. And by the way, I always welcome Celsius on the show. They tell a great story.”
Celsius Holdings, Inc. (NASDAQ:CELH) sells energy and hydration drinks under brands like CELSIUS, CELSIUS Originals, and CELSIUS ESSENTIALS. During the November 12, 2025, episode, a caller asked if it was a good entry point in the company’s stock, and Cramer replied:
“I was surprised about that miss and frankly, I didn’t understand it. I have been behind Celsius. I almost included a big part in my book about Celsius. Thank heavens, it actually didn’t get in because that was a bad miss. I think that we got to, we have to wait another quarter. I’m sorry that miss was not good. Got to call like I see it.”
5. AeroVironment, Inc. (NASDAQ:AVAV)
Number of Hedge Fund Holders: 37
AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks Jim Cramer talked about. When a caller asked for Cramer’s thoughts on the stock, he said:
“But I got to tell you, you got a lucky break. After the close, we heard from President Trump, said he wants to make the defense budget go up dramatically, like $500 billion. And I got to tell you something, the stock, which went out at $318 at 4:00, it’s trading right now at $335. And there’s nothing funky about that. That’s a terrific company. We have them all the time. All I can say is congratulations. Think about how much money… [the caller] just made.”
AeroVironment, Inc. (NASDAQ:AVAV) develops robotic and autonomous systems, including uncrewed aircraft, counter-UAS tools, precision-strike solutions, advanced AI, and autonomy. In addition, the company provides space, cyber, communications, and intelligence systems used in defense and commercial applications. Cramer called it a “very compelling growth story” during the episode aired on December 9, 2025. He remarked:
“What do we make of these numbers from AV, the old AeroVironment? The drone maker reported a mixed quarter, management cut their full-year earnings forecast. Long term, though, I think this remains a very compelling growth story.”
4. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 87
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer talked about. During the episode, Cramer noted that it is one of the few consumer packaged goods companies that “doesn’t have a GLP-1 problem,” as he said:
“I can go over how NVIDIA or Broadcom are down huge too much, and they’re way, way from their highs, but well, then again, I’ve been recommending them consistently for club members, so there’s no real revelation there. So let me give you another one that’s on my radar screen that might intrigue you, one that is hated, despised, one that I wrote up in How to Make Money in Any Market as a tremendous company, that’s become a complicated, unloved stock because it’s not tech and it doesn’t have great growth right now. I’m talking about Procter & Gamble. The Cincinnati colossus has seen its stock tumble remarkably from $180 in March to $138 today. This is P&G. It doesn’t usually have that kind of move. It’s a dividend aristocrat. Some people call it a dividend king because it’s increased its payout for 69 consecutive years. You’re now getting the stock with a 3% yield. I’m not calling the bottom, but it does have a new CEO. It has the opportunity to shake things up.
Procter’s already pre-announced a nasty quarter, and it’s one of the few consumer package goods companies that doesn’t have a GLP-1 problem. I got no illusions. I don’t think it will necessarily stop at 3%. That’s not that high a yield. Many of the packaged goods companies… 4, 5, 6%. Those are mostly food-related. How do you approach it? Okay, let’s say you want to buy 100 shares tomorrow, don’t. Only buy 25 shares. Then you wait for it to fall to another level… and then you buy another 25. It gets down low to say, 4%, be extremely, that would be a big, big move… big dividend yield. Well, then you can have 50 shares. You have a very nice-size position slowly but surely, not at one price. Okay, it’s not CrowdStrike. It’s not Microsoft. It’s not Broadcom. It’s not NVIDIA. But you can’t just have all tech.”
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze.
3. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer talked about. Cramer highlighted the stock’s downward trajectory from last year, as he stated:
“How about Microsoft? Alright, this company’s been doing very well, but its stock’s been punished by the fact that management wants to spend a fortune on AI. Ever since Microsoft reported its latest quarter, the stock’s going pretty much straight down. How often do you get to buy the stock of Microsoft at $485 after it traded at $555 last summer? I know the answer. Not very often.”
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. During the episode aired on January 6, Cramer discussed the company in detail, as he said:
“The third-best performer in the Mag Seven last year, Microsoft was humming until late July. It peaked at… 555 bucks. Then it started getting hit and failed to regain its old highs, finishing the year up just under 15%….. I watch it go down every day. It’s crushing me… Look, I think Microsoft’s doing fine, but when they reported in late October, their guidance for Azure, which is their cloud infrastructure business, it came in light possibly because of supply constraints, which would be good. Plus, after previously saying that capital expenditures growth would be lower in 2026, management reversed course and told us that that would no longer be the case, which was just plain bad. At the same time, the stock was also held back by Microsoft’s heavy involvement with OpenAI. Now they own 27% of its for-profit business, which could be worth more than a hundred billion dollars, maybe more than that. On top of that, OpenAI is committed to spending 250 billion bucks with Microsoft’s Azure over the next several years. But lately, a lot of people are worried that OpenAI might not be able to pay its bills, which would be a real problem for Mr. Softee. Going forward, I still feel pretty good about Microsoft, especially if OpenAI can raise money at a valuation that’s close to the $800 billion number that’s been rumored.
Now, I have to tell you, as opposed to the end of last year, I am growing more and more confident each day that that will be the case, that OpenAI will not be a problem, it will not be the Achilles heel. Plus, I’d love it if their Azure business can outperform the recently lowered guidance. Look, if Azure can put up growth closer to 39, 40% than 35, then this stock could really roar. I am a believer in Microsoft, which is why we own it for the CNBC Investing Club. It is really a long-standing position.”
2. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer talked about. Cramer said that he was surprised to see the stock fall notably from November highs, as he commented:
“Take my morning show, Squawk on the Street. Today, my co-host, Carl Quintanilla, turned to me and asked what looked interesting after so many stocks had run…. As I went down the list, and I literally go down company by company, I was astounded to see the stock of CrowdStrike, the best cybersecurity outfit run by George Kurtz, had fallen almost 100 points from its highs in November. I read the most recent research and went over what George told us when he reported last time, when he was on our show.
I went over what NVIDIA’s Jensen Huang said about the company at its keynote address… on CES on Monday. Do you know that Jensen’s been talking about this $10 trillion transformation, the modernization of enterprise computing via AI, and accelerated computing? Do you know what he said? He said that CrowdStrike is the secure foundation of this revolution. He praised it several times. And you know what? The stock didn’t do anything. I think that’s wrong. So I told Carl, this is the kind of stock that rarely comes down this much and is almost never this far from its high. And when it trades like this, what do you have to do? You have to pounce. The stock was at $464 at the time. And I said it. It finished the day at just under $479… I’m definitely, by the way, not telling you to sell it. I’m saying that when you can get a good cost basis like you did in CrowdStrike this morning, you’re playing with a very strong hand.”
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.
1. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders: 120
JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer talked about. While discussing the company, Cramer noted that the banks are “chronically undervalued.” He stated:
“At the same time, the banks are starting to bother me. Now look, don’t get me wrong, you know this group is chronically undervalued. I have praised it many times to you. These are tremendous franchises, but we’re headed into earnings season. Do you know that in six days, JPMorgan reports? I think this, the biggest bank, is cheap. Stock’s way too cheap actually, 16 times earnings. So why not buy it now? I am worried short-term because even though CEO Jamie Dimon’s a fantastic banker, he’s also a really cautious person. He’s not going to get on the conference call and crow that his stock’s undervalued. He’s far more likely to talk about the potential landmines out there.
Jamie is a straight shooter. There’s nothing bad about that. When things look ugly, he tends to tell you what could potentially go right. When things look good, as they do now, he tends to tell you what could go wrong. I love that. But the media will take the comments out of context, and they’re going to present him as an extreme pessimist who’s worried about the next credit crisis. Remember his comments last quarter about the blowup of a subprime lender, Tricolor, and the collapse of First Brands, the giant auto parts conglomerate, both casualties within the same month of September last year. JPMorgan took a $170 million loss on Tricolor. Not his finest moment, although it’s barely more than a rounding error for the company.
Then Jamie, on the call, lowered the boom, telling us, and I’m going to quote, ‘I probably shouldn’t say this, but when you see one cockroach, there are probably more. Everyone should be forewarned on this one.’ He acknowledged that he was tightening his lending policies, and with that admonition, he crushed his own stock. JPMorgan stock dropped from $307 to $294 in a couple of days. Many people who bought it in the 300s then dumped it. They panicked, they bought high, and they sold low, and that’s not what we want here. And it turns out, frankly, there really have only been those two cockroaches, but he is a cautious man. You know what? He’d probably double down on the cockroach commentary. Maybe he’ll have a bomb or two about the future of the Federal Reserve’s independence or the lack thereof. Now, that’s when you want to buy, after he lowers the boom, not up here after a huge run, even if it did get hammered today on a note of caution by an analyst. So what do you do? You wait for the reaction to Jamie’s cautious commentary to give you a better entry point. If it doesn’t happen, pass.”
JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions.
While we acknowledge the potential of JPMorgan Chase & Co. (NYSE:JPM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than JPM and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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